See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,396 | $177,572-58.1% | $154,803-51.9% | $142,382-47.7% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.1%-48.1pp | 80.1%-50.1pp |
| Annual return | 19.09% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,406 | $4,810-70.8% | $4,305-67.3% | $4,299-67.3% |
| Participant deferral / active EE | $4,711 | $6,272-24.9% | $5,540-15.0% | $6,507-27.6% |
| Admin fee / account holder | $3,149 | $16,786-81.2% | $14,329-78.0% | $12,624-75.1% |